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Protecting You & Your Estate

Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy. But while many people are aware of the need for IHT planning, few still do anything about their potential liability. So few, in fact, that HM Revenue & Customs collected £4.9bn in IHT revenues in 2016/17 alone *.

IHT is just one of the many areas to consider when protecting your family and home - others include Capital Gains Tax, illness and loss of income. Assessing the right protection for your specific needs is essential to any wealth management solution.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.